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Houlihan Lokey

569 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 173 increasing their positions, 224 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $10.9B → $9.29B (-$1.59B)

23% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 224

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.88M
Puts
$7.68M
Net Calls
Net Calls Change

Top Buyers

1 +$245M
2 +$212M
3 +$26.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$21.2M

Top Sellers

1 -$64.1M
2 -$56.8M
3 -$49.5M
4
BlackRock
BlackRock
New York
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
INTECH Investment Management
Florida
$265K
MG
402
Marex Group
$262K
HWM
403
HB Wealth Management
Georgia
$260K
TSS
404
Two Sigma Securities
New York
$260K
Allspring Global Investments
405
Allspring Global Investments
North Carolina
$258K
WA
406
Waverly Advisors
Alabama
$256K
RP
407
Riverwater Partners
Wisconsin
$254K
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$252K
FFP
409
FourThought Financial Partners
Florida
$247K
1C
410
111 Capital
France
$244K
Lido Advisors
411
Lido Advisors
California
$244K
OIS
412
Okabena Investment Services
Minnesota
$241K
FFM
413
Forum Financial Management
Illinois
$236K
MFG
414
Merit Financial Group
Georgia
$235K
DWM
415
Diversify Wealth Management
Utah
$234K
CA
416
Clearstead Advisors
Ohio
$234K
OWM
417
OneAscent Wealth Management
Alabama
$230K
JFG
418
Jefferies Financial Group
New York
$229K
C
419
Covestor
United Kingdom
$227K
BAM
420
Blueshift Asset Management
New Jersey
$225K
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$225K
ECM
422
Evergreen Capital Management
Washington
$224K
PA
423
PFW Advisors
Georgia
$223K
DO
424
denkapparat Operations
Germany
$221K
MYAM
425
Meiji Yasuda Asset Management
Japan
$220K